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Martin Dyer Summitt

BELLWETHER INVESTMENT GROUP, LLC·HIXSON, Tennessee
Series 3, Series 7, Series 24, Series 31, Series 63, Series 65Clean record22 years registeredBELLWETHER INVESTMENT GROUP, LLC
5502 HIXSON PIKE, HIXSON, TN 37343CRD# 2168840Firm CRD# 148114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Dyer Summitt · HIXSON, TN
Registration
CRD #2168840 · BELLWETHER INVESTMENT GROUP, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BELLWETHER INVESTMENT GROUP, LLC
Nov 2008 – present
RAYMOND JAMES FINANCIAL SERVICES
Mar 2004 – Oct 2008
CHATTANOOGA, TN
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · March 18, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BELLWETHER INVESTMENT GROUP, LLC
CRD 148114 · SEC 801-69529
AUM
$124M
Regulatory assets under management
Employees
6
315 client accounts
Services offered by BELLWETHER INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BELLWETHER INVESTMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Martin Dyer Summitt offer?
Martin Dyer Summitt specializes in Financial Planning, Investment Management. Contact their office in HIXSON, Tennessee for a consultation.
What are Martin Dyer Summitt's credentials?
Martin Dyer Summitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Dyer Summitt located?
Martin Dyer Summitt is based in HIXSON, Tennessee, working with BELLWETHER INVESTMENT GROUP, LLC. Their office serves clients in the HIXSON metropolitan area and surrounding communities.
How does Martin Dyer Summitt charge for services?
Martin Dyer Summitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELLWETHER INVESTMENT GROUP, LLC?
BELLWETHER INVESTMENT GROUP, LLC has approximately 6 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BELLWETHER INVESTMENT GROUP, LLC

Lance Robert Ray
HIXSON, TN
CFP
John Allen Lindsey
HIXSON, TN
Celeste Mari Friend
CHATTANOOGA, TN
CFP
Connie Lee West
HIXSON, TN

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